Cornerstone Planning Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Cornerstone Planning Group’s Portfolio JIRE Stock Details JIRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-492	Closed	-$40.7K	–	965
2026 Q2	$40.7K	Buy	492 +14	+3%	+$1.12K	0.01%	458
2026 Q1	$37.9K	Buy	+478	New	+$37.3K	0.01%	472
2025 Q4	–	Sell	-10	Closed	-$743	–	1779
2025 Q3	$743	Buy	+10	New	+$717	﹤0.01%	1384

Other funds holding JIRE

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Cornerstone Planning Group's JIRE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2026, closing a stake of 492 shares — an estimated $40.7K sold.

Cornerstone Planning Group first reported a position in JIRE in Q3 2025 and held it in 3 quarters. The position peaked at $40.7K in Q2 2026. 97 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

Cornerstone Planning Group reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 492 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $40.7K.
Cornerstone Planning Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and held it in 3 quarters.
Cornerstone Planning Group's JPMorgan International Research Enhanced Equity ETF position peaked at $40.7K in Q2 2026.
97 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.